Tools & Resources

As an automation & optimization consultant, I’ve tested and use these tools to run my business efficiently and help my clients streamline their operations. Each tool serves a specific purpose in my workflow, from managing client relationships to automating repetitive tasks.

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Here’s my current tech stack that helps me deliver results for my clients:

Team Management

Notion

Central hub for managing tasks, creating content, and storing documentation, serving as the backbone of business operations.

Airtable

Flexible platform for organizing and managing data, creating custom workflows, and collaborating on information with your team.

Slack

Primary channel for real-time team communication and project discussions, keeping all team members informed and engaged.

Google

Essential suite for file management and real-time collaboration with your clients and team, ensuring alignment and productivity.

Loom

Creates quick video updates and tutorials for teams and clients, making complex info easy to communicate visually.

Hubstaff

Track time spent on client projects and monitor productivity metrics to ensure efficient resource allocation and project management.

Hubstaff Review Try Hubstaff

Automation

Relay

Build custom automated workflows to reduce manual tasks and streamline repetitive processes in business operations.

Make

Create complex automation scenarios and integrate various tools to build sophisticated workflows for business processes.

Make.com Review Try Make.com

Zapier

Connect different apps and create simple automations to ensure smooth data flow between various tools in your tech stack.

AI Assistants

ChatGPT

Essential AI assistant for quick content generation, creative brainstorming, and rapid ideation sessions for new projects.

ChatGPT Review Try ChatGPT

Claude AI

Primary AI assistant for complex writing tasks and in-depth analysis, which is valuable for detailed research and documentation.

Claude AI Review Try Claude AI

Perplexity AI

AI-enhanced research assistant for rapid fact-finding and gathering accurate information for client projects and market research.

Perplexity AI Review Try Perplexity AI

Marketing & Sales

Kit

Handle all email marketing campaigns and nurture subscriber relationships using this streamlined platform designed for creators.

Attio

Manage relationships and track interactions through this modern CRM, ensuring consistent and professional client communication.

Attio CRM Review Try Attio CRM

Hootsuite

Manage and schedule social media content across multiple platforms, maintaining consistent online presence and engagement.

Content Creation

Canva

Develop professional posts, images, and presentation decks using this intuitive design platform to maintain your brand consistency.

Descript

Edit video and audio content with this powerful platform, making it easy to create quality media content for clients and marketing.

Midjourney

Generate unique AI-powered imagery for various business needs, from marketing materials to presentation visuals.

Midjourney Review Try Midjourney

Customer Service

Intercom

Provide customer support and engagement in this AI messaging platform for solid communication with clients and prospects.

Intercom Review Try Intercom

Skool

Build and manage engaged learning communities through this course and community platform, fostering student interaction and education.

Tally.so

Create professional forms and surveys to gather customer feedback and data, with a clean interface to maintain your brand.

Tally.so Review Try Tally.so

Calendar & Meetings

Notion Calendar

Manage all appointments and events in the Notion ecosystem, keeping everything organized and accessible in one place.

Calendly

Streamline appointment booking with this automated scheduling tool, making it effortless for clients to secure consultation time.

Fireflies.ai

Utilize this AI-powered assistant to capture meeting notes and key takeaways, ensuring no important details are missed during meetings.

Personal Productivity

Motion

Use this AI-powered productivity tool to automatically schedule tasks and manage your calendar, ensuring peak productivity.

Sunsama

Leverage this daily command center for planning and executing work schedules by help you prioritize high-impact tasks.

Superhuman

Process emails at lightning speed using this premium email client, leveraging shortcuts and advanced features to get to inbox zero.

Outsourcing & Hiring

Upwork

Source high-quality freelancers for specialized project needs, from development to design, through this global talent platform.

Fiverr

Access quick-turnaround creative and technical services through this global marketplace for digital services.

99Designs

Connect with professional designers for high-quality branding, web design, and visual content through this creative marketplace.

Support Tools

Quickbooks

Manage all business finances, from invoicing to expense tracking, ensuring smooth financial operations and accurate reporting.

Grammarly

Ensure all written communication is polished and professional with this AI-powered writing assistant, maintaining high-quality content.

LastPass

Manage and secure all business passwords and sensitive info, ensuring safe and efficient access to various platforms and tools.

LastPass Review Try LastPass